HWM

Hemington Wealth Management Portfolio holdings

AUM $769M
1-Year Est. Return 13.16%
This Quarter Est. Return
1 Year Est. Return
+13.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$398M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,848
New
Increased
Reduced
Closed

Top Buys

1
+$4.81M
2
+$3.44M
3
+$2.57M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$2.53M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$1.93M

Top Sells

1
+$971K
2
+$914K
3
+$732K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$248K
5
VT icon
Vanguard Total World Stock ETF
VT
+$192K

Sector Composition

1 Technology 13.82%
2 Financials 3.68%
3 Healthcare 3.13%
4 Consumer Discretionary 2.62%
5 Industrials 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$2K ﹤0.01%
51
-1
1252
$2K ﹤0.01%
25
+3
1253
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47
+22
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163
+89
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8
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206
+83
1257
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30
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50
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21
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41
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42
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1263
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3
+2
1264
$2K ﹤0.01%
62
1265
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42
1266
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25
+5
1267
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453
+130
1268
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88
+5
1269
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138
-1
1270
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90
1271
$2K ﹤0.01%
83
-1
1272
$2K ﹤0.01%
21
1273
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7
+4
1274
$2K ﹤0.01%
30
1275
$2K ﹤0.01%
58
+25
49 50
51
52 53